Dynamic system setting rules
Dynamic system settings control the behavior of your application.
| Category | Ruleset/Setting | Description |
| Async processors | PegaCLMFS clmfs/EnableAsynchronousProcess | This dynamic system setting allows for enabling or disabling asynchronous processing in parts of the CLM application when the synchronous transaction times might be very long. It is not required to get the online operator to wait for so long. A true value allows the application to send long processing to an asynchronous queue. Otherwise, it is fully synchronous. The CLM application in production must set the value to true to avoid long waiting times for operators. |
| Async processors | PegaCLMFS clmfs/AsyncProcessingSwitch | If set to true asynchronous processing is used at various places in the application like Capture2Enrich, Enrich2DueDiligence, while creating LKYC AML cases. |
| Async processors | PegaCLMFS clmfs/RetryOnLock | This dynamic system settings is used for defining the retry process of event if cases are locked. If set to true when case is locked, the pyAttempts is not incremented. If set to false when case is locked the pyAttempts is incremented. |
| Audit | PegaFS fs/FSIFTrackingFunctionalityEnabled | This dynamic system setting enables or disables the tracking mechanism in the CLM layer for the chosen properties in Masterprofile. |
| Case Initialization | PegaCLMFSRet clmfs/ret/OnlineBranch | This dynamic system setting indicates what the online retail branch is for the organization. By default, setting the value as RT-GCB-USA-Boston-ORBr. |
| EDR | PegaFS fs/EventLeadDays | This dynamic system setting is used to set the lead time, if this value is set and then the events leading this many days are triggered and kept in a queue. |
| EDR | PegaFS fs/DocumentExpiredWithin | This dynamic system setting is used to choose the number of days from the current date whose review event has to be created. |
| EDR | PegaFS fs/NextReviewWithin | This dynamic system setting is used to choose the number of days from the current date whose review event has to be created. |
| eScreening | PegaFS LicensedToUseEScreening | This dynamic system setting enables or disables the functionality for creating eScreening subcases for customers. Only licensed customers are expected to use eScreening functionality. A true value sets the application for spinning off eScreening subcases. Otherwise, they are not created. |
| Fulfillment | PegaCLMFS clmfs/bSpinoffFulfillment | This dynamic system setting is responsible for configuring in CLM whether the functionality for product fulfillment in parallel is by default enabled or disabled. A true value is indicated enabled by default. Otherwise disabled. |
| Fulfillment | PegaCLMFS clmfs/SpinoffFulfillmentBy | This dynamic system setting indicates what is the parallel product fulfillment approach to be set by default. For the moment, the only available approach is via jurisdiction, so the value is Jurisdiction. |
| Fulfillment | PegaCLMFS clmfs/EnableSpinoffFulfillment | This dynamic system setting is responsible for setting the system to allow or not the configuration of product fulfillment in parallel. If the value is true the system shows the configuration for allowing product fulfillment in parallel. Otherwise it is invisible and not available. |
| KYC Engine | PegaKYCFS KYCTypeRootClass | The KYC Rule Manager portal uses the class as the base container of all KYC Types, either directly or through subclasses extending by pattern. No impact to KYC Engine during run time. |
| KYC Engine | PegaKYCFS EnableDueDiligenceIndexing | Set the dynamic system setting to true to enable indexing of the KYC Items. |
| KYC Engine | PegaKYC RegulatoryImportInProgress | This dynamic system setting is used to check if regulatory compliance import is in progress. It is also used in the KYCWatchDog whether to generate hash or skip it. Set value to true: before the regulatory compliance import. Set false: post regulatory compliance import is complete. |
| KYC Engine | PegaKYC PolicyMemoryCleanupInDays | This dynamic system setting indicates the number of days a Policy memory is valid from the updated day. It is used to delete the Policy memory which is stale. The dynamic system settings is called from StalePolicyMemoryCleanup. |
| KYC FS App | PegaKYC yearsKYCvalid/maxdefault | This dynamic system setting indicates the maximum number of years a KYC Type is valid from creating or approving without considering risk. For example, to be used before risk is calculated or used. |
| KYC FS App | PegaKYC yearsKYCvalid/highriskcustomers | This dynamic system setting indicates the number of years a KYC Type is valid from creating or approving for a high-risk customer. |
| KYC/DD | PegaCLMFS clmfs/LicensedToUseKYC | This dynamic system setting enables or disables the functionality for creating KYC (GKYC or LKYC) subcases for customers. Only licensed customers are expected to use KYC functionality. A true value sets the application for spinning off KYC subcases. Otherwise, they are not created. |
| KYC/DD | PegaCLMFS clmfs/SpinoffRegulatoryDDCasesForFunds | This dynamic system setting is used to apply appropriate logic for regulatory case creation. If the value is Unique, a regulatory cases are created for all jurisdictions. If the value is Inherited, regulatory case are created for a parent. If RegulatoryCaseCreationWhenRuleEvaluation is set as the value for dynamic system setting and the result is true, it sets to value Unique and behaves the same as above when the dynamic system setting is set to Unique. If the when rule evaluates to false, inherited behavior are observed. |
| KYC/DD | PegaCLMFS clmfs/CreateAllLocalRegulatoryUpfront | This dynamic system setting is responsible for configuring whether the CLM application rolls out all the regulatory local subcases in parallel with related parties subcases, skipping the regular case design, or not. With a true value the local subcases are rolled out in parallel with related party subcases. |
| KYC/DD | PegaCLMFS PegaCLMFS/SkipValidationForDemo | The different validations that the KYC engine does when submitting a KYC Type can be disabled for demo purposes using this setting. Set true to skip the validations. Set false to keep the validations active. |
| KYC/DD | PegaCLMFS clmfs/SpinoffTaxCasesForFunds | If the value is Unique, the Tax cases are created for all jurisdictions. If the value is Inherited, Tax case are created for FM. If TaxCaseCreationWhenRuleEvaluation is set as value for dynamic system setting and the result is true, it sets to Unique and behaves the same as above when the dynamic system setting is set to Unique. If the when rule evaluates to false, inherited behavior are observed. |
| KYC/DD | PegaCLMFS clmfs/DisableCRSFATCAOverrideLink | This dynamic system setting enables or disables the possibility for the Tax reviewer to Override the result of the Tax (FATCA or CRS) assessment via questionnaire. A true value disables the Override functionality. Otherwise, it is available. |
| KYC/DD | PegaCLMFS clmfs/bEnableMaterialChangeAssessment | This dynamic system setting is responsible for configuring in CLM whether the functionality for product fulfillment in parallel is enabled or disabled by default. A true value is indicated enabled by default. |
| KYC/DD | PegaCLMFS clmfs/SkipEmptyKYCAssignment | This dynamic system setting allows for configuration on whether manual assignments for KYC data collection tasks are required where there is no KYC type applying or all the ones applying are complete. A true value skips those assignments and autocompletes the related KYC cases. Otherwise, assignments are created. |
| KYC/DD | PegaCLMFS clmfs/OECDResidenceCountry | This dynamic system setting indicates whether the country of legal residence of the CLM application hosting Financial Institution is a member of the OECD list. This setting impacts how the CRS subcases are triggered and the related CRS status calculated. |
| KYC/DD | PegaKYCFS GenerateDueDiligencePDF | This dynamic system setting enables or disables the generation of PDF documents for the KYC Type after review. When the value is set to true, the system asks the user to review the KYC type if the document must be generated. When is set to false, the system does not ask and automatically bypass this functionality. |
| KYC/DD | PegaKYC yearsKYCvalid/lowriskcustomers | This dynamic system setting indicates the number of years a KYC Type is valid from creation or approval for a low-risk customer. |
| Master Profile | PegaCLMFS clmfs/MasterProfileCache/Enabled | Flag to activate the access to the Master Profile through cache. When the value is set to true, the system makes use of the cache. A value of false will bypasses the cache. |
| Master Profile | PegaCLMFS clmfs/MasterProfileCache/Size | This dynamic system setting indicates the number of active instances in the Master Profile for the requestor. When no value is set, the system uses a value of 10. |
| Relationship Network | PegaFSRP RPNewGeneration/UseQuickDBAccessForRelNetFetching | Toggle to enable quick database search (direct query) for RelNet fetching and building. |
| Relationship Network | PegaFSRP RPNewGeneration/ UseQuickDBAccessForCustomerData | Toggle to enable quick database search (direct query) for customer data. |
| Relationship Network | PegaFSRP RPNewGeneration/maxDepthRelNet | Max depth in relationship network calculation for RP New Gen. |
| Relationship Network | PegaFSRP RPNewGeneration/enableNewVisualizer | This dynamic system setting is used to enable the new Relationship Network Visualizer (8.5) network calculation for RP New Gen. |
| Requirements | PegaCLMFS Requirements/ActiveGeneration | This dynamic system setting is used to determine the active generation of the requirements functionality in CLM application. If the setting is set to 1 or blank, the application uses the legacy version of the module. A value of 2 indicates that the new version must used. |
| Requirements | PegaCLMFS Requirements/LastGeneration | This dynamic system setting is used to determine the last version of the requirements functionality installed in the system. It is set through the deployment of the requirements functionality and should not be maintained by consumer applications. |
| Requirements | PegaCLMFS Requirements/DMS/OutboundAsyncModeEnabled | This dynamic system setting is used to determine if async mode of outbound synchronization of documents to DMS document library for requirements is enabled. The default setting is true. If the values is set to true, outbound synchronization of documents to DMS document library happens asynchronously. If the values is set to false, outbound synchronization of documents to DMS document library happens synchronously. |
| Requirements | PegaCLMFS Requirements/DMS/DocLibraryEnabled | This dynamic system setting is used for identifying if DMS document library is enabled for requirements. |
| Requirements | PegaCLMFS Requirements/DMS/OutboundSynchronizationEnabled | This dynamic system setting is used to determine if outbound synchronization of documents to DMS document library for requirements is enabled. The default setting is false. |
| Requirements | PegaCLMFS Requirements/LocatorModifierUseDefault | This dynamic system setting is used by the requirements synchronization engine to determine the use of default sets. During that process, the system tries to find the sets marked with the locator, key, and modifier passed by the application (for example, a CIP, Entity, UK). If there is no match and this setting is set to false, the engine does not create any requirement. If this setting is set to true, however, the system performs another query, this time using the same locator and key and with a modifier Default (for example, a CIP, Entity, Default). |
| Requirements | PegaFSRequirements SkipValidateStage | Skips Validate stage when enabled. |
| Requirements | PegaFSRequirements SkipApproveStage | This dynamic system setting is used to skip Approve stage in requirement case. |
| Routing | PegaCLMFS clmfs/DefineRMInChargeLevel | This dynamic system setting is used to define the level of the RMInCharge at the Financial Institution level. The following values are possible: 0 - Single RMInCharge across FI (no option to capture at BusinessRelationshipList level) 1 - Option to have RMInCharge both at the case level as well as in each of the BusinessRelationshipList. |
| WSS | PegaCLMFSRet clmfs/ret/yrsAtPrimaryAddress | To enable or disable demo mode in WSS or Mobile, the following values are possible: true - document collection can be skipped in WSS or Mobile regardless of the data provided for the customer. false - default value. No change in the application functionality. |
| WSS | PegaCLMFSRet clmfs/ret/wssdemomode | This dynamic system setting is used to be able to consistently skip document collection in demo starting on the native iPhone App and streamline demo for the best case scenario. |
| Supporting | PegaCLMFS LoggingFunctionalityEnabled | This dynamic system setting is used in IsLoggingFunctionalityEnabled when rule to check if logging is enabled. |
Previous topic Journey types and subtypes